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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,132 | $57,828+14.4% | $117,039-43.5% | $70,126-5.7% |
| Participation rate | 49.2% | 67.1%-17.9pp | 77.2%-28.0pp | 69.5%-20.4pp |
| Annual return | 11.64% | 17.55%-5.9pp | 18.95%-7.3pp | 73.15%-61.5pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,661 | $2,438-31.9% | $3,929-57.7% | $3,332-50.1% |
| Admin fee / account holder | $8,733 | $3,548+146.1% | $5,974+46.2% | $4,645+88.0% |